💳 Gestion des créances et avoirs

Credit management (customer assets)

When a customer requests a refund, it is possible to issue a credit note rather than a direct refund.

• Associate a customer with the order.
• Use the refund to credit action to record the credit to the customer's account.
• When placing a future order, the customer can use this credit to pay all or part of the amount due.

Debt management (customer receivables)

If an order is recorded without immediate payment but associated with a customer, the amount is recorded as a debt.

From the customer configuration page, you can view each customer's debt via the dedicated column.

Consult and regularize debts

• Click on the amount shown in the 'Debt' column to view the details of unpaid orders.
• You can make partial or full payment for these orders directly from this page.
• It is also possible to send a personalized email to the customer, including a summary of their unpaid orders.